The same stock market cycles have repeated for decades and no one tracks them better than Jeff Hirsch (@AlmanacTrader). We sat down to discuss how to position for midterm seasonality, why the next 6 months are so bullish, his favorite sectors heading into 2027, and his views on the AI boom. Jeff has been at the top of his game for a long time and he continues to bring high level historical perspective to markets. TIMESTAMPS: 0:00 - Where are we in the cycle? 0:30 - AI super boom 3:02 - Midterm-year sweet spot 6:42 - Bond yields at 5% 9:19 - Split Congress and stocks 10:40 - AI earnings beat everything? 11:40 - Does seasonality still matter? 14:35 - Tech concentration 16:25 - Turning bearish 19:07 - Lessons from super booms 21:00 - Favorite sectors 22:30 - Small caps 25:25 - MACD signal 27:57 - The bear case 29:03 - What we could be wrong about 29:47 - Follow Jeff